America Saves Week

How much are you setting aside on behalf of your goals? Provided by Christian H. DePaul, CFP   “Set a goal, make a plan, and save automatically.” This is the motto of America Saves Week, which begins on February 27. … Read More

Could Dodd-Frank Soon Disappear?

President Trump orders a reevaluation of its regulations. Provided by Christian H. DePaul, CFP   Major legislative changes may soon impact the financial industry. On February 3, President Donald Trump signed two executive orders authorizing reviews of some key industry … Read More

The Advantages of HSAs

Health Savings Accounts offer you tax breaks & more. Provided by Christian H. DePaul, CFP   Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compelling reasons why … Read More

What Could You Do With Your Tax Refund?

Instead of just spending the money, you could plan to pay yourself. Provided by Christian H. DePaul, CFP   About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1 … Read More

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? Provided by Christian H. DePaul, CFP   When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may … Read More

Life Insurance Before Age 40

Millennials have good reasons to obtain coverage now. Provided by Christian H. DePaul, CFP   Do you plan to buy life insurance before you turn 40? Maybe you should. You may save money in the long run by doing so. … Read More

The Dow finally did it: it topped 20,000 for the first time.

What does this development mean for the equity market and your portfolio? Provided by Christian H. DePaul, CFP   Ultimately, it may not mean very much. Does it signal that 2017 will be a great year for equities? Maybe. On … Read More